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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,019 | $28,624-5.6% | $53,647-49.6% | $82,637-67.3% |
| Participation rate | 88.7% | 47.3%+41.4pp | 56.3%+32.4pp | 68.1%+20.7pp |
| Annual return | 11.26% | 664.98%-653.7pp | 358.33%-347.1pp | 53.51%-42.2pp |
| Employer contribution / active EE | $839 | $637+31.8% | $962-12.8% | $2,552-67.1% |
| Participant deferral / active EE | $1,592 | $1,196+33.1% | $1,813-12.2% | $4,126-61.4% |
| Admin fee / account holder | $1,347 | $2,022-33.4% | $2,460-45.2% | $7,339-81.6% |